DIM

DC Investments Management Portfolio holdings

AUM $241M
1-Year Est. Return 15.04%
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$990K
3
+$987K
4
CRM icon
Salesforce
CRM
+$953K
5
TSLA icon
Tesla
TSLA
+$905K

Top Sells

1
+$4.47M
2
+$1.48M
3
+$1.04M
4
AER icon
AerCap
AER
+$914K
5
NRG icon
NRG Energy
NRG
+$908K

Sector Composition

1 Healthcare 23.29%
2 Utilities 14.48%
3 Financials 12.39%
4 Real Estate 10.74%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.49%
8,429
+743
52
$607K 0.49%
16,574
+1,620
53
$607K 0.49%
4,799
+544
54
$605K 0.49%
+40,053
55
$605K 0.49%
11,394
+878
56
$604K 0.49%
6,431
+572
57
$603K 0.49%
21,356
+2,188
58
$602K 0.49%
6,585
+633
59
$601K 0.49%
2,413
+162
60
$601K 0.49%
+3,763
61
$601K 0.49%
5,862
+426
62
$592K 0.48%
5,769
+511
63
$592K 0.48%
9,090
+1,110
64
$591K 0.48%
7,226
+606
65
$590K 0.48%
6,666
+690
66
$589K 0.48%
34,748
+3,576
67
$589K 0.48%
11,325
+1,084
68
$585K 0.48%
45,846
+4,468
69
$585K 0.48%
10,940
+1,157
70
$583K 0.47%
26,636
+2,535
71
$582K 0.47%
8,940
+696
72
$581K 0.47%
+16,022
73
$580K 0.47%
8,817
-2,375
74
$579K 0.47%
18,159
+1,715
75
$577K 0.47%
+9,794
1 2
3
4 5